When you receive your order and a bill from the supplier against the approved purchase order then the status of the purchase order is changed to billed. Unmark a bill will change the status of a purchase order from Billed to Approved. Mark a Purchase Order as Billed In the Account menu, select Purchases(Accounts >> Purchases). Scroll...
In case the supplier has not supplied all the items in your purchase order then you can add a bill for part of the order. It all depends on the user's role you have that determines whether you can view or edit purchase orders. Add a Bill for Part of the...
If you are the owner then Clickentry allows you to view, approve or decline expense claims. You can leave a message while declining a claim. Approve or Decline a Claim In the Account menu, select Expense Claims. Select the Awaiting Approval status tab. Open the Expense that you want to Approve or Reject. To approve the expenses click on the Approve Button. If you want to Reject the expense claim...
You can create a purchase order to keep things smooth and organized for your organization's ordering and purchasing process. Create and Save a Purchase Order In the Account menu, select Purchases(Accounts >> Purchases). Click on the +Add Purchase Order button. Fill the required information in the purchase order fields. Click either: Save as Draft: To save the Purchase Order as a draft. Approve: To...
Clickentry has the provision to copy an approved or billed purchase orders to a new one. It saves the user's time. How it Works You can copy a purchase order to a Bill or Invoice but make sure the total line items don't exceed 100 Lines. To help you keep track of your purchases,...
You can edit or delete the purchase orders that you have created in Clickentry. But you can not edit the billed purchase orders. Edit a Purchase Order In the Account menu, select Purchases (Accounts >> Purchases). Scroll down to the Purchase Order section. Select the status tab where the purchase order exists that you want to edit. Find and open the Purchase...
Clickentry allows you to add notes to purchase orders to record the additional information about the purchase. Notes are recorded for the organization only. They are not shown on purchase orders you send. In the Account menu, select Purchases (Accounts >> Purchases). Scroll down to the Purchase Order section. Select the status tab of your purchase order where you...
This article will help you to understand the submission process for approval of purchase orders that are in draft or awaiting approval. You can also submit saved multiple purchase orders for approval in bulk. Submit a Single Purchase Order for Approval In the Account menu, select Purchases (Accounts >> Purchases). Scroll down to the Purchase Order section. Select...
Enter the customers' Bills transaction information into a CSV template and then import the file into Clickentry. In the Account menu, select Purchases (Accounts >> Purchases). Click on the Import button. Click Download template file. Open the downloaded template file. Copy your Bill into the template file. It's important not to change the column headings provided in the Clickentry template because these need to...
You can create a repeating template and use it to create a repeating bill or copy a bill from another one. You can access and manage the template later i.e. edit, copy, print, delete or void it. You must have the role of either the adviser, standard, invoice approve, or invoice purchases user...
